To add a new user to your Dashboard, you will follow these steps:
1. Log into your Dashboard at app.causely.com
2. Go to the gear icon (Account Settings) in the top right hand corner
3. Go to the "Users" tab
4. In the section under "Email," add the person's email address you want to add. Then you can click either "Invite Poster," "Invite Analyst," or "Invite Admin." After you click one of those 3 options, a Dashboard invite will be send to their email. They will need to click on the link in the email and follow the instructions to set up their account.
Invite Poster = You are inviting this user to only have access to post the monthly content. They cannot view the analytics or change any account settings.
Invite Analyst = You are inviting this user to only have access to your Dashboard's analytics. They cannot post any monthly content or view any account settings.
Invite Admin = You are inviting this user to be able to have access to everything on the Dashboard except billing.
Comments
0 comments
Please sign in to leave a comment.